According to China International Capital Corporation (CITIC) research released on May 11, the AI market has shifted from early-stage gains driven by cloud providers and chip makers to a phase led by storage and optical module segments. Storage has surged 197% and optical modules 103% year-to-date, while chip stocks gained 23.5% and cloud providers only 3%, underperforming the S&P 500’s 8% gain. CITIC noted that valuations for cloud providers and chip segments remain at relatively low percentiles—10% and 30% respectively since 2023—compared to semiconductor equipment, optical modules, and power/cooling sectors, which now trade at elevated valuation levels.
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